Waters Corp
WAT- Exchange
- NYSE
- Industry
- Laboratory Analytical Instruments
- SEC CIK
- 0001000697
In the last 90 days, Waters Corp insiders filed 0 open-market purchases and 1 sale; 1,185 institutions reported holding it in 13F filings for Q2 2026, worth $37.3B in total; 3 superinvestors hold it, including Fundsmith and Viking Global Investors.
13F holders, Q1 2023
Institutional positions in Waters Corp as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 678
- +34 vs. Q4 2022
- Shares held
- 54.2M
- +1.15M (+2.2%) vs. Q4 2022
- Total value
- $16.8B
- −$1.36B (−7.5%) vs. Q4 2022
- New holders
- 70
- 233 more added
- Sold out
- 36
- 221 more reduced
10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WAT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,185 | $37.3B |
| Q1 2026 | 1,178 | $29.1B |
| Q4 2025 | 808 | $21.9B |
| Q3 2025 | 755 | $17.2B |
| Q2 2025 | 771 | $20.4B |
| Q1 2025 | 765 | $21.2B |
| Q4 2024 | 761 | $21.2B |
| Q3 2024 | 697 | $20.3B |
| Q2 2024 | 695 | $16.5B |
| Q1 2024 | 689 | $20.1B |
| Q4 2023 | 674 | $19.4B |
| Q3 2023 | 651 | $15.7B |
| Q2 2023 | 647 | $15.0B |
| Q1 2023 | 678 | $16.8B |
| Q4 2022 | 654 | $18.2B |
| Q3 2022 | 644 | $14.5B |
| Q2 2022 | 654 | $17.7B |
| Q1 2022 | 661 | $16.9B |
| Q4 2021 | 667 | $20.4B |
| Q3 2021 | 658 | $19.5B |
| Q2 2021 | 634 | $18.9B |
| Q1 2021 | 600 | $15.5B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| KilterHowling LLC | 867 | $268.4K | 0.26% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 865 | $267.8K | 0.14% | +865 | New |
| Sequoia Financial Advisors, LLC | 863 | $267.2K | 0.01% | +7+0.8% | Added |
| Mather Group, LLC. | 862 | $266.9K | 0.00% | 00.0% | Unchanged |
| Acrisure Capital Management, LLC | 860 | $266.3K | 0.27% | +860 | New |
| Two Sigma Securities, LLC | 849 | $262.9K | 0.02% | −1,620−65.6% | Reduced |
| Lafayette Investments, Inc. | 844 | $261.3K | 0.07% | +844 | New |
| Viewpoint Capital Management LLC | 815 | $252.3K | 0.23% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 810 | $250.8K | 0.01% | +10+1.3% | Added |
| Avestar Capital, LLC | 810 | $250.8K | 0.05% | +51+6.7% | Added |
| National Asset Management, Inc. | 807 | $249.9K | 0.01% | +207+34.5% | Added |
| Signaturefd, LLC | 800 | $247.7K | 0.01% | −39−4.6% | Reduced |
| Shufro Rose & Co LLC | 800 | $247.7K | 0.02% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 800 | $247.7K | 0.07% | 00.0% | Unchanged |
| Verition Fund Management LLC | 799 | $247.4K | 0.00% | +799 | New |
| Blueshift Asset Management, LLC | 798 | $247.1K | 0.10% | +798 | New |
| Centiva Capital, LP | 786 | $243.4K | 0.01% | −1,944−71.2% | Reduced |
| Buffington Mohr McNeal | 780 | $241.5K | 0.06% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 775 | $240.0K | 0.14% | +75+10.7% | Added |
| Milestone Investment Advisors LLC | 775 | $240.0K | 0.07% | +775 | New |
| RIA Advisory Group LLC | 771 | $238.7K | 0.11% | −85−9.9% | Reduced |
| Claret Asset Management Corp | 769 | $238.0K | 0.05% | −1−0.1% | Reduced |
| Canandaigua National Bank & Trust Co | 768 | $238.0K | 0.04% | +768 | New |
| Checchi Capital Advisers, LLC | 761 | $235.6K | 0.02% | −16−2.1% | Reduced |
| Horizon Investments, LLC | 759 | $235.0K | 0.01% | −277−26.7% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 758 | $234.7K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 755 | $233.8K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 754 | $233.5K | 0.01% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 754 | $233.5K | 0.07% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 752 | $232.8K | 0.17% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 741 | $229.0K | 0.00% | −221−23.0% | Reduced |
| FDx Advisors, Inc. | 667 | $229.0K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 722 | $223.6K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 719 | $223.0K | 0.04% | −19−2.6% | Reduced |
| Fund Management at Engine No. 1 LLC | 720 | $222.9K | 0.04% | +65+9.9% | Added |
| Columbia Asset Management | 705 | $218.0K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 704 | $218.0K | 0.02% | −83−10.5% | Reduced |
| Trust Asset Management LLC | 700 | $216.7K | 0.02% | +24+3.6% | Added |
| Cardinal Strategic Wealth Guidance | 693 | $214.6K | 0.10% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 683 | $211.5K | 0.01% | +83+13.8% | Added |
| Verus Capital Partners, LLC | 681 | $210.9K | 0.03% | −214−23.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 672 | $208.1K | 0.02% | +672 | New |
| Clean Yield Group | 670 | $207.5K | 0.09% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 661 | $204.7K | 0.02% | +661 | New |
| Reynders McVeigh Capital Management, LLC | 660 | $204.0K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 653 | $202.2K | 0.01% | +653 | New |
| Clearbridge Investments, LLC | 652 | $201.9K | 0.00% | −154−19.1% | Reduced |
| J. W. Coons Advisors, LLC | 647 | $200.3K | 0.06% | +647 | New |
| Ridgewood Investments LLC | 606 | $187.8K | 0.11% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 581 | $179.9K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 577 | $176.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 562 | $174.0K | 0.01% | +100+21.6% | Added |
| Sugarloaf Wealth Management, LLC | 541 | $167.5K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 520 | $161.0K | 0.00% | +38+7.9% | Added |
| Simplex Trading, LLC | 518 | $160.0K | 0.01% | +518 | New |
| Cacti Asset Management LLC | 500 | $154.8K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 484 | $149.9K | 0.00% | +23+5.0% | Added |
| Parallel Advisors, LLC | 480 | $148.6K | 0.01% | +246+105.1% | Added |
| Resurgent Financial Advisors LLC | 433 | $134.1K | 0.09% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 415 | $128.5K | 0.05% | −17−3.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 400 | $123.9K | 0.00% | −9−2.2% | Reduced |
| First Manhattan Co | 400 | $123.9K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 392 | $121.0K | 0.05% | −667−63.0% | Reduced |
| Tobam | 376 | $116.0K | 0.01% | −97−20.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 375 | $116.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 372 | $115.0K | 0.00% | +41+12.4% | Added |
| Global Retirement Partners, LLC | 382 | $113.4K | 0.01% | +361+1,719.0% | Added |
| Foster Dykema Cabot & Co Inc | 340 | $105.0K | 0.01% | +340 | New |
| Belpointe Asset Management LLC | 327 | $101.2K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 325 | $100.6K | 0.00% | 00.0% | Unchanged |
| Mirova | 316 | $97.8K | 0.01% | +316 | New |
| Penserra Capital Management LLC | 315 | $97.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 303 | $93.8K | 0.00% | +8+2.7% | Added |
| Machina Capital S.A.S. | 300 | $92.9K | 0.08% | −300−50.0% | Reduced |
| Ancora Advisors, LLC | 260 | $80.5K | 0.00% | +35+15.6% | Added |
| Kistler-Tiffany Companies, LLC | 250 | $77.4K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 209 | $64.7K | 0.02% | +209 | New |
| Quent Capital, LLC | 209 | $64.6K | 0.01% | −12−5.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 200 | $62.0K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 200 | $61.9K | 0.04% | 00.0% | Unchanged |
| 25 LLC | 200 | $59.3K | 0.04% | +200 | New |
| Piscataqua Savings Bank | 190 | $58.8K | 0.05% | 00.0% | Unchanged |
| Washington Trust Co | 187 | $57.9K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 183 | $56.7K | 0.00% | +66+56.4% | Added |
| Itau Unibanco Holding S.A. | 181 | $56.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 173 | $53.6K | 0.03% | +173 | New |
| Global Financial Private Client, LLC | 168 | $51.9K | 0.03% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 160 | $49.5K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 140 | $43.3K | 0.01% | +40+40.0% | Added |
| Advisory Services Network, LLC | 133 | $41.2K | 0.00% | +52+64.2% | Added |
| Rosenberg Matthew Hamilton | 131 | $40.6K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 130 | $40.3K | 0.04% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 125 | $38.7K | 0.06% | +125 | New |
| Ronald Blue Trust, Inc. | 105 | $36.0K | 0.00% | −1−0.9% | Reduced |
| Clear Street Markets LLC | 115 | $36.0K | 0.01% | +56+94.9% | Added |
| Allworth Financial LP | 115 | $35.7K | 0.00% | −3−2.5% | Reduced |
| Glassman Wealth Services | 101 | $31.3K | 0.01% | −2−1.9% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $31.0K | 0.02% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 100 | $31.0K | 0.02% | +100 | New |
| Cape Investment Advisory, Inc. | 100 | $31.0K | 0.02% | +100 | New |